Founders Grove Wealth Partners, LLC
Founders Grove Wealth Partners, LLC is an SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded by experienced wealth management professionals, including CEO Jeremiah Winters and President Kate Atwood. Founders Grove provides wealth management, financial planning, and investment advisory services to high-net-worth individuals. The team focuses on cultivating clients' wealth and supporting life transitions with a client-centric, transparent, and independent approach. As of May 2024, the firm did not yet report assets under management (AUM), but anticipated qualifying for SEC registration within 120 days. The firm embraces advanced professional designations and leverages a network of industry providers for operational and back-office support, serving primarily individuals and families with complex financial needs.
Investment Strategy
Founders Grove Wealth Partners provides holistic wealth management services, including financial planning, discretionary and non-discretionary portfolio management, and the selection of independent money managers. The firm focuses on integrating clients' financial goals with personalized investment strategies, offering objectivity by being independent of product providers or specific platforms. FGWP manages portfolios for high-net-worth individuals, collaborates on tax and estate planning, and utilizes a growth mindset to adapt strategies to clients’ evolving priorities. Through a partnership with Dynasty Financial Partners, the firm accesses preferred pricing for technology, custody, and compliance, supporting a flexible and client-aligned investment philosophy.
Top Holdings
Equity Positions (138)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 7.90% | $33.6M | 560,740 | $48.05 | $59.92 | +$903.9K |
B BIL | SPDR SERIES TRUST | 5.10% | $21.7M | 236,706 | $91.48 | $91.75 | -$944.5K |
V VUG | VANGUARD INDEX FDS | 5.04% | $21.5M | 44,754 | $410.11 | $479.61 | +$662.8K |
V VGT | VANGUARD WORLD FD | 4.79% | $20.4M | 27,288 | $626.10 | $746.63 | +$1.0M |
L LLY | ELI LILLY & CO | 3.83% | $16.3M | 21,370 | $772.02 | $763.00 | -$423.2K |